Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
CUBE
BuyCubeSmart · Real Estate · United States · $9.1B · Avg Vol: $82M/d
COMPANY DESCRIPTION
CubeSmart is a leading self-storage real estate investment trust (REIT) focused on owning, operating, and managing a high-quality portfolio of self-storage facilities primarily in US metropolitan and suburban markets. The company's competitive moat is driven by its strategically located properties in dense areas, strong brand recognition, and advanced technology platform for efficient operations and customer engagement. Its resilient business model benefits from consistent demand for personal and business storage solutions.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.0B | 1.1B | 1.1B | 1.1B | 3.6% | 1.1B | 1.1B | 1.2B | 2.2% |
| EPS | 1.29 | 1.82 | 1.73 | 1.46 | 4.2% | 1.47 | 1.48 | 1.54 | 2.9% |
| Shares | 224.6M | 224.9M | 227.8M | 227.3M | +1.2% | 225.2M | — | — | — |
| Debt | 3.1B | 3.0B | 3.1B | 3.5B | 4.2% | 3.5B | — | — | — |
| Equity | 2.8B | 2.8B | 2.9B | 2.7B | -1.3% | — | — | — | — |
| Op CF | 591.5M | 611.1M | 631.1M | 608.5M | 1.0% | 597.9M | — | — | — |
| Inv CF | -48.8M | -93.8M | -174.0M | -571.3M | — | — | — | — | — |
| Fin CF | -547.1M | -518.0M | -387.7M | -104.6M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Real Estate, ranked by industry match, size, and score similarity. Cross-listings of CUBE are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| CUBE | CubeSmart(you) | $9.1B | 67 | Buy |
| EGP | EastGroup Properties, Inc. | $10.8B | 49 | Hold |
| FR | First Industrial Realty Trust, Inc. | $8.5B | 46 | Hold |
| STAG | STAG Industrial, Inc. | $7.3B | 49 | Hold |
| REXR | Rexford Industrial Realty, Inc. | $8.5B | 42 | Hold |
| COLD | Americold Realty Trust, Inc. | $4.3B | 56 | Hold |
| TRNO | Terreno Realty Corporation | $7.3B | 42 | Hold |
| LXP | LXP Industrial Trust | $3.6B | 48 | Hold |
| LINE | Lineage, Inc. | $9.9B | 30 | Sell |
| EXR | Extra Space Storage Inc. | $31.5B | 48 | Hold |
Peer medians: ROE 4.8% · P/E 25.0x · Gross margin 66.3%